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Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities episode artwork

EPISODE · Nov 10, 2025 · 8 MIN

Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities

from The Commodities Institute Podcast · host The Commodities Institute

In today’s episode, Emily Costa unpacks the week’s most consequential moves in oil, metals, agriculture, and power—from the collapse of Lukoil’s global operations under new U.S. sanctions to India’s shifting energy priorities and China’s recalibrated export controls. It’s a global balancing act where geopolitics, energy security, and trade strategy collide.

What this episode covers

In today’s episode, Emily Costa unpacks the week’s most consequential moves in oil, metals, agriculture, and power—from the collapse of Lukoil’s global operations under new U.S. sanctions to India’s shifting energy priorities and China’s recalibrated export controls. It’s a global balancing act where geopolitics, energy security, and trade strategy collide.

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Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities

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Frequently Asked Questions

How long is this episode of The Commodities Institute Podcast?

This episode is 8 minutes long.

When was this The Commodities Institute Podcast episode published?

This episode was published on November 10, 2025.

What is this episode about?

In today’s episode, Emily Costa unpacks the week’s most consequential moves in oil, metals, agriculture, and power—from the collapse of Lukoil’s global operations under new U.S. sanctions to India’s shifting energy priorities and China’s...

Can I download this The Commodities Institute Podcast episode?

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